WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC on UPS, newest first. How the timeline and the estimate are built.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 2,558 UPS shares at 2024-03-31 per its 13F-HR filed 2024-05-07.
the latest 13F is the newest step
- period ended2024-03-3113F 2,558 sharesChange vs previous 13F -341 shares
0.01% of the 13F portfolio, value $380,142.
13F-HR 0001798150-24-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,899 sharesChange vs previous 13F -271 shares
0.01% of the 13F portfolio, value $455,811.
13F-HR 0001007399-24-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 3,170 sharesChange vs previous 13F -330 shares
0.02% of the 13F portfolio, value $494,172.
13F-HR 0001007399-23-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 3,500 sharesChange vs previous 13F -548 shares
0.02% of the 13F portfolio, value $627,392.
13F-HR 0001007399-23-000004 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 4,048 sharesChange vs previous 13F +377 shares
0.03% of the 13F portfolio, value $785,231.
13F-HR 0001007399-23-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 3,671 sharesChange vs previous 13F -84 shares
0.02% of the 13F portfolio, value $638,104.
13F-HR 0001007399-23-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 3,755 sharesChange vs previous 13F +447 shares
0.03% of the 13F portfolio, value $607,000.
13F-HR 0001007399-22-000006 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 3,308 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $604,000.
13F-HR 0001007399-22-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).